E582 - Factory operating systems and the AI hardware crunch

Karan Talati, cofounder and CEO at First Resonance, joins me to unpack what modern manufacturing really looks like inside factories that build rockets, drones, reactors, and other complex hardware. We dig into why only a small slice of factories run on real systems today, what a true factory operating system unlocks, and how that connects directly to national security and the AI boom.

If you care about where all of this new compute, energy, and defense hardware will actually come from, this conversation gives you a clear view of the stack, the gaps, and...